Top Financial services Operational Process Consulting Companies

Discover Operational Process Consulting companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

Top Financial services Operational Process Consulting Companies

  1. Is this your business? Become an Edverise partner & Claim Now

    Awtom is a marketing and sales automation agency that assists B2B companies in transitioning from managing their CRM to focusing on sales. We create, implement, and oversee RevOps automations that ensure your sales pipeline remains organized, your follow-ups are timely, and your reporting is consist


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Jardim Oceania, Br

    Services Provided+7 Services
    11% Workflow Automation (Zapier / Make / n8n)
    6% CRM Consulting and SI
    1% Custom AI Chatbot Development
    1% Generative AI
    AI Summary

    “Awtom specializes in marketing and sales automation for B2B firms, delivering tailored RevOps solutions that optimize CRM workflows, integrate tech stacks, and boost consistent sales revenue.”

  2. Is this your business? Become an Edverise partner & Claim Now

    With extensive experience as a solopreneur, CEO, multi-business owner, and investor, I am well aware of the challenges that come with running a business. The everyday struggles of entrepreneurship can often feel tedious, stressful, and isolating. That's why I established an agency to alleviate your


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Portland, Oregon, Us

    Services Provided+2 Services
    17% Go-to-Market Strategy
    14% Operational Process Consulting
    3% Market Research & Competitive Intelligence
    20% Search Engine Optimization (SEO)
    AI Summary

    “South Ventures is a marketing and media agency specializing in tailored strategies to streamline operations, enhance brand strength, and drive profits for businesses of varying scales.”

  3. Is this your business? Become an Edverise partner & Claim Now

    NEOS offers a range of business solutions and services that include cloud and system infrastructure integration, advanced analytics, and software engineering. We enhance our clients' business agility by leveraging our extensive expertise in financial services, telecommunications, utilities, and the


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Zagreb, Grad Zagreb, Hr

    Services Provided+13 Services
    2% Custom AI Chatbot Development
    3% MLOps & Model Deployment Infrastructure
    3% IT Staff Augmentation
    3% Machine Learning Model Development
    AI Summary

    “NEOS delivers expert cloud, analytics, and software solutions across finance, telecom, utilities, and public sectors, partnering with global IT leaders to enhance business agility and innovation.”

  4. Is this your business? Become an Edverise partner & Claim Now

    FOURDIGIT is a design firm that collaborates with clients from the initial concept to final implementation, offering consulting and comprehensive design services fueled by design's potential. Based in Tokyo, the company has offices in Thailand, Vietnam, and Malaysia, and runs its own ventures in eac


    Highlights

    $75,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Minato City, Tokyo, Jp

    Services Provided+8 Services
    20% Custom Web Application Development
    5% UX Research & Usability Testing
    5% Wireframing & Prototyping
    5% Product UX Strategy
    AI Summary

    “FOURDIGIT is a Tokyo-based design firm offering consulting and end-to-end design services, collaborating globally and operating ventures in Southeast Asia markets.”

  5. Is this your business? Become an Edverise partner & Claim Now

    Inardua is a consulting firm based in the UK, recognized as a Salesforce Partner and a Certified B Corp™, with over a decade of experience assisting organizations of various sizes, ranging from 10 to over 10,000 users. We work across diverse sectors, including eCommerce, publishing, energy, and fina


    Highlights

    $5,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Stroud, England, Gb

    Services Provided+1 Services
    33% CRM Consulting and SI
    27% Change Management Consulting
    7% Operational Process Consulting
    13% Help Center & Knowledge Base Development
    AI Summary

    “Inardua is a UK-based certified B Corp and Salesforce Partner offering expert consulting in digital transformation, sales, marketing, and customer experience across diverse industries.”

  6. Is this your business? Become an Edverise partner & Claim Now

    Digital Thinkers is a digital product innovation studio based in Europe with a strong presence in Melbourne, Australia. We assist companies in increasing revenue or reducing costs by developing top-notch digital products and experiences, guiding them from the initial idea to final implementation. Ou


    Highlights

    $50,000+

    Min Project Size

    10-49

    Employees

    Budapest, Budapest, Hu

    Services Provided+3 Services
    18% Custom Web Application Development
    7% Mobile App Development (iOS & Android)
    16% Product UX Strategy
    9% UX Research & Usability Testing
    AI Summary

    “Digital Thinkers is a European digital innovation studio specializing in software, UX/UI design, AI consulting, and business strategy, delivering comprehensive, user-centric digital solutions from concept to implementation.”

  7. Is this your business? Become an Edverise partner & Claim Now

    Craftgenn is a consultancy specializing in software development that helps expanding companies become leaders in their industries. We collaborate with mid-sized and large enterprises to provide technological solutions that reduce operational expenses by 30-50%, speed up time-to-market by 40%, and cr


    Highlights

    $10,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Bengaluru, Karnataka, In

    Services Provided+5 Services
    10% Custom Web Application Development
    7% API Development & Integration
    3% E-Commerce Development
    12% UX Research & Usability Testing
    AI Summary

    “Craftgenn partners with enterprises to deliver innovative software development, AI automation, UI/UX design, DevOps, and consulting, driving operational efficiency, faster market delivery, and substantial ROI.”

  8. Is this your business? Become an Edverise partner & Claim Now

    We are a small business support firm based in Alpharetta, GA. Our knowledgeable team is dedicated to assisting with technical issues, as we have a strong passion for all things tech and take pride in making IT work effectively. Our mission is to positively impact the lives of our clients, employees,


    Highlights

    $5,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Alpharetta, Georgia, Us

    Services Provided+7 Services
    15% Cloud Consulting & SI
    10% IT Staff Augmentation
    4% Cybersecurity Assessments & Hardening
    10% IT Helpdesk & Support Services
    AI Summary

    “Logic Speak is a small Alpharetta-based firm providing personalized IT support with a focus on respectful communication, technology humility, and enhancing client and community well-being.”

  9. Is this your business? Become an Edverise partner & Claim Now

    Welcome to Anyon Consulting, a software development and consulting company based in Minneapolis. We provide tailored software solutions, ML and AI consulting, DBA services, cloud consulting, and more to meet your specific business requirements, along with maintenance and support for uninterrupted op


    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Plymouth, Minnesota, Us

    Services Provided+7 Services
    5% BI & Big Data Consulting & SI
    8% Cloud Consulting & SI
    4% ERP Consulting and SI
    5% IT Staff Augmentation
    AI Summary

    “Anyon Consulting delivers tailored software development, AI/ML consulting, data engineering, cloud services, and Dynamics 365 ERP solutions, supporting businesses with integration, analytics, and staffing across industries.”

  10. Is this your business? Become an Edverise partner & Claim Now

    The year 2020 marked a pivotal moment for us as we overhauled our IT strategy and consolidated our various business sectors into a single entity called RavStack LLC. After nine years in operation, we have managed multiple business entities and provided a comprehensive range of IT services to clients


    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Bengaluru, Karnataka, In

    Services Provided+2 Services
    25% Custom Web Application Development
    25% IT Staff Augmentation
    18% Operational Process Consulting
    7% Market Research & Competitive Intelligence
    AI Summary

    “RavStack LLC, established in 2020, offers comprehensive IT services including software outsourcing, consulting, marketing, branding, and staffing through a diverse, global expert team.”

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